Making Your Will
Preparing your will need not be expensive, and can be as simple or complex as you and your circumstances demand. Wills can be prepared either for an individual or on joint instructions for spouses/partners.
From time to time it should be reviewed to ensure it still meets your wishes, despite any changes in the law, your family/friends, and your finances. [Wills are usually revoked, at least in part, by both marriage and divorce].
Not leaving a will causes uncertainty, delay and expense, whilst those who inherit under the rules of intestacy may not be as you expect.
Your will only takes effect on your death, but lifetime planning includes specifying who you would want to handle your finances during your lifetime, should you ever become unable to do so. You will need to organise your finances for your own benefit, and for your family. Our aim is to help you make the most of your resources, protect your assets and ensure your standard of living in later life is maintained at the level you have become used to.
This is a summary of matters on which we can help you:
|Choosing executors/trustees||Inheritance/Capital gains tax planning|
|Choosing guardians for your children||Charitable Gifts|
|The use of trusts and lifetime gifts||Powers of Attorney|
|Court of Protection||Advance Directives ("Living Wills")|
If you would like more information or to discuss your will then please contact us now.